Relationship Banker – Center Township

RATE OF PAY $20 PER HOUR

OBJECTIVE

As a trusted advisor, you have the opportunity to provide memorable experiences to our Clearview members!  You will be educating members and potential members on solutions to their financial needs by promoting Clearview products and services, as well as handling transactions and teller services, all while developing relationships through engaging interactions!  Your active participation in community events will be a contribution to others as well as to the growth of our Financial Centers.  You will help members find value in their relationship with Clearview and demonstrate to non-members the reasons to choose Clearview!

WORKING HOURS

Monday – Thursday: 9am-5pm
Friday: 9am-6pm
Saturday: 9am-2pm
Schedule is based upon operational needs.

MINIMUM QUALIFICATIONS

High school diploma or equivalent required
Minimum six months of similar or transferrable experience required
Excellent member service skills
Ability to build relationships through sales and service
Excellent communication skills in person and on telephone
Above average knowledge of credit union products and services
Demonstrated cross-selling skills
Knowledge of lending products
Possess good analytical skills
Proficient computer skills
Detail oriented
Ability to maintain accuracy in a fast-paced environment
Ability to work flexible hours based on operational needs
Dependable

ESSENTIAL DUTIES AND RESPONSIBILITIES

Answer member inquiries and provide appropriate suggestions for all financial services in person and over the telephone
Provide accurate and appropriate account information encompassing all savings products, loans, IRAs and certificates
Educate and increase member awareness of all credit union products, services and promotions
Build relationships by educating members and increasing cross sales using Cross-Sale Manager software
Seize all sales opportunities by utilizing sales and service techniques
Open and process all new accounts and update account information as required
Verify all new members and/or joint owners following the Customer Identification Program
Maintain thorough knowledge of loan policies, underwriting guidelines and rates
Request and review credit reports, looking for additional loan opportunities to move to the credit union Provide NADA quotes for autos, boats, aircraft and other secured loans
Provide general information on real estate and business loans and all services and products provided through electronic means
Support self-service electronic channels at the branch (PCU Station, ATM, Teller Phone); Escort the consumer to these components for demonstrations or assisted transactions as appropriate
Provide rate quotes for all loan and savings products
Process requested transactions/maintenance on member accounts
Review and follow Teller Policies and Procedures
Process wire transfer requests using electronic on-line form (1st party and repetitive wire transfers)
Assist members with problems and complaints providing resolutions
Mail requested information/forms
Ensure delivery and follow up of new accounts, loan applications and problems daily
Participate in departmental campaigns/programs achieving individual and team goals
Partner with the community through charity to support fund raising and volunteering
Attend training sessions and meetings
Keep updated on promotional and marketing mailings
Remain current in policies, practices, trends, technology and information affecting the organization
Lifelong learning through classes/seminars, in-house training, and on-line
Handle other duties as assigned

ALL ABOUT THE EXPERIENCE

Demonstrate empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence
Practice active listening in communications with others, giving someone full attention and listening to understand, not just respond
Support Clearview’s Commitment to Diversity, Equity & Inclusion by welcoming and embracing the unique differences of others, treating others fairly and equitably, and creating an inclusive experience where others feel respected and valued; Understand and believe a diverse workplace is essential to the company’s vision and success.

Clearview values diversity in its workforce.  We are proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.